A complete list of active advisors currently associated with Dennis Capital Management, L.L.C.

Warmer can help you find a great advisor at Dennis Capital Management, L.L.C. or one who fits your needs even better.

Dennis Capital Management, L.L.C. is an independent, single-advisor investment advisory firm that serves primarily individual clients, managing about $26.4 million across roughly 70 relationships. The firm provides portfolio management and ongoing investment advisory services, typically under a percentage-of-assets fee arrangement. The firm's Form ADV describes its methods of analysis, investment strategies and the risks of loss, and it documents periodic account reviews and discretion to implement investment decisions when appropriate. Custody arrangements and account oversight procedures are addressed in the brochure, reflecting the firm's approach to ongoing client service and recordkeeping. Noteworthy items in the brochure include disclosures on performance-based fees and side-by-side management and on other financial industry activities and affiliations, topics that are less common among small, solo advisers serving individual clients. Given its asset base and client count, Dennis Capital’s average assets under management per client is relatively high for a solo practice, which may influence the level and customization of services offered.

To learn more about the advisors currently working at Dennis Capital Management, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.